MA
QXO

Montag & Associates’s QXO Inc QXO Stock Holding History

Montag & Associates’s Portfolio QXO Stock Details QXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$233K Hold
12,000
– – 0.01% 395
2025
Q4 		$231K Sell
12,000
-2,035
-14% -$39K 0.01% 390
2025
Q3 		$268K Buy
+14,035
New +$291K 0.01% 367

Other funds holding QXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AP
Affinity Partners Sunny Isles Beach, Florida $635M AUM 43.43% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWG
Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Montag & Associates's QXO Position: Q1 2026 in Review

Montag & Associates held its QXO Inc (QXO) position steady in Q1 2026 at 12,000 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #395.

Montag & Associates first reported a position in QXO in Q3 2025 and has held it in 3 quarters since. The position peaked at $268K in Q3 2025. 576 funds tracked by Wall St. Rank hold QXO as of Q1 2026.

  • Montag & Associates held 12,000 shares of QXO Inc worth $233K as of Q1 2026.
  • Montag & Associates left its QXO Inc share count unchanged in Q1 2026.
  • QXO Inc made up 0.01% of Montag & Associates's portfolio in Q1 2026, its #395 holding.
  • Montag & Associates first reported a position in QXO Inc in Q3 2025 and has held it in 3 quarters since.
  • Montag & Associates's QXO Inc position peaked at $268K in Q3 2025.
  • 576 funds tracked by Wall St. Rank held QXO Inc as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.